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Identity Manager 9.2 - Web Portal User Guide

General tips and getting started Managing reports Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying requests Undoing approvals Managing request inquiries directed at you
Attestation
Managing attestations Pending attestations Displaying attestation history Managing attestation inquiries directed at you
Compliance Managing risk index functions Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources
Managing task delegations Ownerships
Managing data
Managing departments Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Appendix: Attestation conditions and approval policies from attestation procedures

Managing business role memberships

As soon as a business role is assigned to an identity, the identity becomes a member in the business role.

Detailed information about this topic

Displaying business role memberships

You can display which identities are assigned to certain business roles.

To display memberships

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click Business roles.

  3. On the Business Roles page, click the business role whose memberships you want to display.

  4. In the Edit Business Role pane, click the Memberships tab.

  5. (Optional) To display all primary memberships, click Primary memberships.

  6. (Optional) To view all secondary memberships, click Secondary memberships.

  7. (Optional) To display all members who were originally assigned through a dynamic role but have been excluded, click Excluded members.

Analyzing assignments to business roles

You can display how a business role assignment came about by displaying an assignment analysis for the corresponding membership.

To display the assignment analysis for a membership

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click Business roles.

  3. On the Business Roles page, click the business role whose memberships you want to display.

  4. On the Edit Business Role pane, click the Memberships tab.

  5. On the Memberships tab, click Secondary memberships.

  6. Click the membership to display its assignment analysis.

Assigning identities to business roles

You can assign business roles to identities.

The following assignment options are available:

To assign an identity to a business role using a request

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click Business roles.

  3. On the Business roles page, click the business role to which you want to assign an identity.

  4. In the Edit Business Role pane, click the Memberships tab.

  5. On the Memberships tab, click Secondary memberships.

  6. Click Request memberships.

  7. In the Request Memberships pane, next to the identity to which you want to assign the business role, select the check box.

  8. Click Request memberships.

  9. Close the Edit Business Role pane.

  10. In the menu bar, click Requests > Shopping cart.

  11. On the Shopping Cart page, click Submit.

    Once the request has been granted approval, the identity is assigned to the business role.

To add members automatically through a dynamic role

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click Business roles.

  3. On the Business Roles page, click the business role for which you want to create a dynamic role.

  4. In the Edit Business Role pane, click the Memberships tab.

  5. On the Memberships tab, click Automatic memberships.

  6. Click Create dynamic role.

  7. Use conditions to specify which identities to add over the dynamic role. Perform the following actions to do this:

    1. Click Add condition.

    2. In the Property menu, select the relevant property.

    3. In the Operator menu, select a logical operator.

    4. In the final field, specify a comparison value.

    5. (Optional) To add another condition, click Add another condition and repeat the steps.

    6. (Optional) To change the way the conditions are linked, you can toggle between And and Or by clicking the link.

    TIP: To remove a condition, click (Delete).

    For more information about customizing filter conditions, see Custom filter conditions.

  8. Click Save.

  9. (Optional) In the Calculation schedule menu, select the schedule that specifies when memberships are calculated.

  10. (Optional) To calculate memberships immediately after a relevant object is changed, select the Assignments recalculated immediately check box.

  11. Click Save.

TIP: A membership that was created through a dynamic role is labeled as Assigned by dynamic role in the memberships list.

To re-add an excluded member

  1. In the menu bar click Data administration > Data Explorer.

  2. In the Data Explorer navigation, click Business roles.

  3. On the Business Roles page, click the business role to which you want to re-add a member.

  4. In the Edit Business Role pane, click the Memberships tab.

  5. On the Memberships tab, click Excluded members.

  6. Select the check box next to the identity you want to re-add as a member.

  7. Click Remove exclusion.

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